Connect Breezy HR and Clio

Both apps 58Breezy HR 12Clio 46

• Trigger
  New Candidate

  Triggers when a new candidate is added to the selected position in Breezy HR.

• Trigger
  New Candidate in Stage

  Triggers when a candidate on the chosen position is in the chosen pipeline stage.

• Action
  Add candidate note

  Adds an internal team note to a candidate's activity stream on a position. The note is not visible to the candidate.

• Action
  Add position

  Creates a new position (job opening) in a Breezy HR company and returns the created position.

• Action
  Find candidates by criteria

  Returns candidates across the whole Breezy HR company that match a free-text search on name, email, phone, headline, tags, questionnaire answers, work history, education or position location.

• Action
  Get position

  Returns a single Breezy HR position with its full details, including name, type, state, location, department, description, application form and salary.

• Action
  List candidate activity

  Returns a candidate's activity stream on a position: stage moves, notes, interviews, documents, questionnaires and other events, newest first.

• Action
  List candidates

  Returns the candidates on a Breezy HR position, with each candidate's name, contact details, pipeline stage, source and score.

• Action
  List pipelines

  Returns the hiring pipelines configured for a Breezy HR company, including each pipeline's stages.

• Action
  List positions

  Returns the positions (job openings) in a Breezy HR company, optionally limited to one state such as published or draft.

• Action
  Update candidate stage

  Moves a candidate to a different stage in their position's hiring pipeline and returns the updated candidate.

• Action
  Update position

  Updates an existing Breezy HR position (job requisition). Only the details you fill in are changed; everything else on the position is left as it is.

• Trigger
  Matter Status Updated

  Triggers when the status of a matter has changed.

• Trigger
  New Activity

  Triggers when a new activity is created.

• Trigger
  New Calendar Entry

  Triggers when a new calendar entry is created.

• Trigger
  New Communication

  Triggers when a new communication is created.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New Matter

  Triggers when a new matter is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  Task Status Updated

  Triggers when the status of a task has changed.

• Action
  Create Calendar Entry

  Creates a new calendar entry.

• Action
  Create Communication

  Creates a new communication.

• Action
  Create Company Contact

  Creates a company contact.

• Action
  Create Expense Entry (Activity)

  Creates a new expense entry.

• Action
  Create Matter

  Adds a new matter to Clio Manage.

• Action
  Create Matter Folder

  Creates a new folder in a matter.

• Action
  Create Matter Note

  Creates a new matter note.

• Action
  Create Person Contact

  Creates a person contact.

• Action
  Create Task

  Creates a new task.

• Action
  Create Time Entry (Activity)

  Creates a new time entry.

• Action
  Delete activity

  Delete an activity.

• Action
  Delete calendar entry

  Delete a calendar entry.

• Action
  Delete contact

  Delete a contact.

• Action
  Delete matter

  Delete a matter.

• Action
  Delete task

  Delete a task.

• Action
  Find Company Contact

  Returns the company contacts that match the search text.

• Action
  Find Matter

  Returns the matters that match the specified search text and optional filters

• Action
  Find Newest Matter by Client Email

  Returns the most recently created matter for the client with the given email address.

• Action
  Find Person Contact

  Find a person contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.

• Action
  Find User

  Find a user by name.

• Action
  Get activity

  Fetches an activity (time or expense entry) by ID. An error occurs if the activity is not found.

• Action
  Get calendar entry

  Returns one calendar entry by id, including summary, start and end times.

• Action
  Get communication

  Returns one communication by id.

• Action
  Get contact

  Retrieve a contact (person or company) by id.

• Action
  Get document

  Retrieve document metadata by id.

• Action
  Get matter

  Retrieve a matter by id.

• Action
  Get task

  Retrieve a task by id.

• Action
  List activities

  List all activities.

• Action
  List contacts

  List all contacts.

• Action
  List practice areas

  List practice areas.

• Action
  List tasks

  List all tasks.

• Action
  List users

  List firm users.

• Action
  Update activity

  Update an activity.

• Action
  Update calendar entry

  Update a calendar entry.

• Action
  Update Matter

  Update an existing matter.

• Action
  Update Person Contact

  Updates an existing person contact.

• Action
  Update Task

  Updates a task.

• Action
  Upload Document to Matter

  Uploads a file from a URL into a Clio matter's documents and marks it fully uploaded.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.